Data Aggregation and Financial Reporting

Comprehensive client data, reporting and insights

A complete client financial view helps wealth advisors deliver holistic advice. Our unparalleled data-reconciliation tools fully aggregate, reconcile and normalize complex data. Flexible display options and seamless integrations deliver meaningful insights to improve decision-making across the enterprise.

Elevate your enterprise’s performance with industry-leading data management

Leverage enterprise-centric and client-authorized data aggregation for client assets and liabilities. Get performance reports and seamlessly flow data to third-party applications.

Fully Reconciled Data

Centralized Data Repository

Direct Custodial Feeds

Client Assets and Liabilities

Robust APIs

360° Client View including held-away assets and liabilities

Flexible delivery options ensure seamless integration

Delivered when and where you need it, via turnkey web application desktop, the Enterprise Data Model, API and/or reporting modules, Broadridge Data Aggregation and Financial Reporting seamlessly integrates with best-in-class Broadridge capabilities and third-party applications and platforms.

Step up to the only data aggregation solution that delivers reconciled data every day

Practice-management tools enhance productivity.

Multi-functional views including assets under management, cash balances and new accounts
Easily identifiable growth opportunities
User-friendly client portal
Global search

Market-leading data aggregation capabilities

Unparalleled data reconciliation tools used by firms, advisors and clients
Report generation across client groups or at any level in the advisor-firm hierarchy
Robust APIs for seamless integration with third-party systems, including Salesforce
Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Reporting options to meet every need

Standard or customized benchmarking
Configurable report settings with scheduling capabilities
Flexible report kits enable the combination of multiple reports
View positions, cash flows and returns
Asset allocation models

Unmatched insurance-specific insights help grow your business

Comprehensive information about the policy and policyholder
In-depth detail such as party roles, valuation, sub-account, transactions, riders and premiums
Custom insurance screens
Extensive library of insurance-specific reports

See Product Specifications

How We Can Help

Data confidence you can trust

100%

100% reconciliation of investment account data used by firms, advisors and clients.

20K+

Custodial interfaces and connections to financial institutions.

20+

Over 20 years of experience in enterprise-wide data management.

Resource

Broadridge Data Aggregation

Resource

Go Beyond Accurate With Your Data and Reporting

Resource

Recent Insights from the Wealth Industry

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Data Aggregation and Financial Reporting